Summit Investment Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Summit Investment Advisory Services’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$891K	Sell	18,980 -1,055	-5%	-$47.5K	0.22%	38
2026 Q1	$851K	Sell	20,035 -226	-1%	-$9.74K	0.32%	31
2025 Q4	$838K	Sell	20,261 -198	-1%	-$8.11K	0.32%	33
2025 Q3	$810K	Sell	20,459 -327	-2%	-$12.6K	0.32%	32
2025 Q2	$789K	Sell	20,786 -309	-1%	-$11.3K	0.34%	31
2025 Q1	$766K	Sell	21,095 -2,988	-12%	-$109K	0.38%	28
2024 Q4	$837K	Sell	24,083 -287	-1%	-$10.1K	0.43%	30
2024 Q3	$863K	Buy	+24,370	New	+$847K	0.46%	27
2024 Q2	–	Sell	-25,171	Closed	-$878K	–	62
2024 Q1	$878K	Buy	25,171 +10	+0%	+$329	0.52%	29
2023 Q4	$793K	Sell	25,161 -1,510	-6%	-$46K	0.5%	26
2023 Q3	$803K	Sell	26,671 -1,628	-6%	-$49.3K	0.6%	22
2023 Q2	$877K	Sell	28,299 -234	-0.8%	-$7.08K	0.58%	22
2023 Q1	$841K	Sell	28,533 -980	-3%	-$28.3K	0.6%	20
2022 Q4	$797K	Buy	+29,513	New	+$904K	0.96%	17

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Investment Advisory Services's HEFA Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.3% in Q2 2026, selling an estimated $47.5K and leaving 18,980 shares worth $891K. The position accounts for 0.22% of the portfolio, ranked #38.

Summit Investment Advisory Services first reported a position in HEFA in Q4 2022 and has held it in 14 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Summit Investment Advisory Services held 18,980 shares of iShares Currency Hedged MSCI EAFE ETF worth $891K as of Q2 2026.
Summit Investment Advisory Services sold 1,055 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $47.5K.
iShares Currency Hedged MSCI EAFE ETF made up 0.22% of Summit Investment Advisory Services's portfolio in Q2 2026, its #38 holding.
Summit Investment Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.